Ritholtz Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Ritholtz Wealth Management’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Buy	+1,658	New	+$212K	﹤0.01%	1206
2026 Q1	–	Sell	-1,620	Closed	-$216K	–	1276
2025 Q4	$216K	Buy	1,620 +25	+2%	+$3.25K	﹤0.01%	1039
2025 Q3	$209K	Hold	1,595	–	–	﹤0.01%	964
2025 Q2	$203K	Buy	+1,595	New	+$190K	﹤0.01%	912

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ritholtz Wealth Management's VFH Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,658 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1206 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in VFH as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Ritholtz Wealth Management held 1,658 shares of Vanguard Financials ETF worth $218K as of Q2 2026.
Vanguard Financials ETF was a new Ritholtz Wealth Management position in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1206 holding.
Ritholtz Wealth Management first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.